David Braga and Chris Boyce have joined the firm as vice presidents in the alternative solutions group.
Braga is responsible for relationship management for the western region. He brings 15 years of experience in financial management, compliance and business development. Prior to joining Millennium Trust, Braga worked as an assistant vice president in mortgage banking default control at JP Morgan Chase Bank.
Boyce is responsible for relationship management in the midwest. With over 17 years of experience in the financial services industry, Boyce most recently served as a vice president, relationship manager within Pershing’s U.S. clearing division.
Mark Koeppen and David Turner have joined the firm as vice presidents in the rollover solutions group.
Koeppen will focus on corporate and government automatic rollover solutions. He has over 20 years of financial industry experience with extensive knowledge of the healt care, government and corporate markets. Prior to joining Millennium Trust, Koeppen worked at MetLife, where he managed large retirement plans, benefitting nearly 80,000 participants.
Turner will focus on sales and business development with financial advisors, employee benefit attorneys and other intermediaries. As a career retirement plan professional, Turner brings 25 years of industry experience in the areas of ERISA compliance, consulting, investment management sales and participant education. He most recently worked at SEI Investments as a regional sales director.
Please send On the Move items to Kathy Lynch.
